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![Stocks Rise, Adding to Tuesday's Comeback as Nvidia and Oracle Shares Gain]()
25 Feb, 2026Stocks Rise, Adding to Tuesday's Comeback as Nvidia and Oracle Shares Gain
Michael Rosen, CIO at Angeles cautions that investors shouldn't bet against CEO Jensen Huang, saying that he's "played his cards extremely well." He also views the recent run the stock has had as an opportunity for some profit-taking.
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![Bitcoin's $1 Trillion Identity Crisis Hits From Every Direction]()
21 Feb, 2026Bitcoin's $1 Trillion Identity Crisis Hits From Every Direction
"It's like a religion for many, and religious faith is hard to shake," said Michael Rosen, chief investment officer of Angeles Investment Advisors. "It's just not my religion."
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![In a Chaotic Market, Investors Learn How to Cope With Surprises]()
15 Feb, 2026In a Chaotic Market, Investors Learn How to Cope With Surprises
"The noise-to-signal ratio has gone up dramatically. We need to spend a lot more time sifting through the greater amount of noise that's in the world and try to discern what actually matters," said Angeles CIO, Michael Rosen.
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![Wall Street's Hunt for Cheaper Stocks Goes Global]()
9 Feb, 2026Wall Street's Hunt for Cheaper Stocks Goes Global
Michael Rosen, CIO at Angeles, said he still believes in the pre-eminence of American firms, but in the past year, he has rotated funds into a mix of small-cap and value stocks across the globe, with a focus on Europe and China.
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![January 2026 Global Market Index Performance]()
2 Feb, 2026January 2026 Global Market Index Performance
Global equity and bond markets delivered mostly positive results in January. The S&P 500 returned 1.5%, the MSCI ACWI IMI increased 3.3%, and developed non-U.S. equities (MSCI EAFE) increased 5.2%. In the U.S., value stocks outperformed growth...
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![Fireside Reading]()
28 Jan, 2026Fireside Reading
With most of the country confined to home by snow and ice, I thought you might appreciate some more book recommendations for your fireside reading. And I promise not to mention the weather here in ...
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![Rethinking Risk: Why Traditional Strategies Might Fail Modern Investors]()
26 Jan, 2026Rethinking Risk: Why Traditional Strategies Might Fail Modern Investors
In a recent article for Financial Advisor, Rick Nott, managing director at Angeles Wealth, challenges backward-looking risk models and one-size-fits-all questionnaires that overlook the emotional and behavioral realities behind financial decisions.
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![Treasury Yields are Little Changed as Investors Digest Economic Data]()
22 Jan, 2026Treasury Yields are Little Changed as Investors Digest Economic Data
"The reality is economic growth is stronger than the market seems to believe, and inflation remains steady... which means that monetary policy going forward is likely to be a lot more cautious than perhaps the market expects," said Michael Rosen.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![Greenland Rhetoric 'a yawn' for Markets, Says Advisor]()
21 Jan, 2026Greenland Rhetoric 'a yawn' for Markets, Says Advisor
"Regardless of the outcome of this particular spat, it should be clear the world has moved from a rules-based order to one governed by pure power, a positive-sum economic order to a zero-sum, or negative-sum, world," said Michael Rosen.
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![Geopolitical and Tariff Risk Back with a Bang for Markets]()
21 Jan, 2026Geopolitical and Tariff Risk Back with a Bang for Markets
"At the margin, I think it makes sense to diversify assets outside the U.S., but I wouldn't give up on the U.S. at all, given the very strong profitability of U.S. companies," said Michael Rosen, chief investment officer at Angeles Investments.
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![Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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![Angeles CIO Michael Rosen on Bloomberg Surveillance Radio]()
7 Jan, 2026Angeles CIO Michael Rosen on Bloomberg Surveillance Radio
Our CIO Michael Rosen joined Bloomberg Surveillance Radio this week to discuss the investment implications of an increasingly unbalanced geopolitical landscape. Using Venezuela as a recent reminder of how quickly regional instability can spread.
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![Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.]()
7 Jan, 2026Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.
"What I'm telling clients is welcome to the new world disorder... In terms of investment implications, I think the changing environment argues for as wide a diversification of a portfolio as one can tolerate," said Michael Rosen, CIO of Angeles.
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![4th Quarter 2025 - Garbo]()
6 Jan, 20264th Quarter 2025 - Garbo
What do a movie star and a Spanish poultry farmer have in common? No, that's not the beginning of a joke, but a connection between two mysterious private lives hidden by their public personas, and the deception that changed the course of WW2.
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![December 2025 Global Market Index Performance]()
2 Jan, 2026December 2025 Global Market Index Performance
Global equity and bond markets delivered mixed results in December. The S&P 500 returned 0.1%, the MSCI ACWI IMI increased 1.0%, and developed non-U.S. equities (MSCI EAFE) increased 3.0%. In the U.S., value stocks outperformed growth...
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![Fireside Reading]()
16 Dec, 2025Fireside Reading
As we approach the holiday season, I hope everyone has time to spend with family and friends, and a good book. Not necessarily in that order. Here are my latest recommendations.FictionAudition, Katie ...
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![As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing]()
16 Dec, 2025As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing
While proponents of crypto investing argue for digital currencies as a store of value, Angeles CIO Michael Rosen remains skeptical. "It's possible they will become so in the future, but their excessive volatility means they are not there yet."
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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![November 2025 Global Market Index Performance]()
1 Dec, 2025November 2025 Global Market Index Performance
Global equity and bond markets delivered modestly positive returns in November. The S&P 500 returned 0.2%, the MSCI ACWI IMI increased 0.1%, and developed non-U.S. equities (MSCI EAFE) increased 0.6%. In the U.S., value stocks outperformed...
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![Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer]()
24 Nov, 2025Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer
With a 30-year career spanning capital markets, private investments, family office and wealth management, Jonah brings a deep understanding of how sophisticated families think about wealth and how to engage and serve them at the highest level.
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![Financial Advisors Share the Toughest Conversations They Have Had With Clients]()
12 Nov, 2025Financial Advisors Share the Toughest Conversations They Have Had With Clients
Tough conversations are part of guiding our families through their wealth and helping define their legacy. As Jonathan Foster, president and CEO of Angeles Wealth, shared with Steve Garmhausen, navigating them isnt always easy, but its essential.
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![Top Financial Professionals in the US | Hot List]()
11 Nov, 2025Top Financial Professionals in the US | Hot List
Chloe Wohlforth, Cameron Rogers and Rick Nott of AWM have been recognized on the 2025 InvestmentNews Hot List. AWM did not pay to be included in the 2025 InvestmentNews Hot List. Third-party rankings are not indicative of future performance.
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![October 2025 Global Market Index Performance]()
3 Nov, 2025October 2025 Global Market Index Performance
Global equity and bond returns delivered positive results in October. The S&P 500 returned 2.3%, the MSCI ACWI IMI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) increased 1.2%. In the U.S., value stocks underperformed growth...
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